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About Us


"Future Facing CPAs" is our Private community exclusively for CPAs, accountants, and wealth managers - An online community designed to collaborate and provide resources to help you grow your practice.


PROACTIVE PLANNING

Discover ways to provide clients with proactive planning solutions. Incorporate tax planning, financial planning, insurance and estate planning into your service offering to better serve high valued clients

STRATEGIC THINKING

Develop partnerships and bring in subject matter experts to work with your clients. Learn about ways to incorporate holistic advice and provide clients with tax efficient and wealth-building strategies.

PATH TO "RIA"

Join our community to start your pathway to becoming a Wealth Advisor with information regarding licensing, registration, compliance, and operational requirements to start your own RIA.

Our AFO Wealth Management Forward online community is part of our (‘Modern Family Office Roadmap’) initiative to support CPAs and accounting firms wanting to grow their practice. A model that allows you to integrate:

  • Tax Planning
  • Financial Planning
  • Estate Planning
  • Insurance
  • Investment Advisory

Join our community to learn how you can become the CFO “Chief Family Officer” for your clients. You can leverage our content library, support groups, and other subject matter experts to better serve clients' needs and generate additional revenue for your practice.

WHY YOU SHOULD JOIN! 

  • Free to join
  • Gain access to AFO|WMF Network & Community
  • AFO|WMF wealth management video courses
  • Exclusive webinars with FinTech Providers
  • Events, live Q&As with Wealth Management, Accounting Professionals & influencers 
  • Early Access to Podcast episodes
  • Monthly live Q&As with one AFO Advisors
  • Learn how to maximize your wealth management relationships 

FAQ’s 

How much does it cost? 

There is no cost to join. We are a community that leverages the expertise of professional service providers with the goal of collaborating to provide clients with better outcomes 

Do I have to be a CPA to join 

You do not have to be a CPA to join. We invite people from the accounting and financial advisory professions to join and collaborate to help one another grow. 

How can I join? 

Sign up below to join the waitlist.  

Why should I join AFO WMF? 

Our community can help you leverage the expertise of experienced professionals to help you grow your practice. 

What makes us different than other communities? 

Our community provides a unique environment consisting of people who are on the leading edge of incorporating holistic advice by bringing together those in the accounting and wealth management professions. 

 

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